Stephen Nellis

1 week ago | jp.reuters.com | Arsheeya Bajwa |Stephen Nellis

ソフトバンクグループ傘下の英半導体設計大手アームが５月７日発表した第１・四半期（４－６月）の売上高・利益見通しは市場予想に比べて弱気な内容だった。写真は半導体のレプリカを示すレネ・ハース最高経営責任者（ＣＥＯ）。３月５日、クアラルンプールで撮影（２０２５年 ロイター/Hasnoor Hussain） [７日 ロイター] - ソフトバンクグループ傘下の英半導体設計大手アームが７日発表した第１・四半期（４─６月）の売上高・利益見通しは市場予想に比べて弱気な内容だった。また、世界的な貿易や経済を巡る不確実性を理由に通期の業績予想を示さず、株価は１１％急落した。 ジェイソン・チャイルド最高財務責任者（ＣＦＯ）はアナリスト会見で「国際貿易や経済を巡る状況が不透明なため、例年より年度初めの視界が低下している。そのため、通期のガイダンス示すのは賢明でないと考える」と述べた。 レネ・ハース最高経営責任者（ＣＥＯ）は、スマートフォンやノートパソコンなどの販売と連動する形のロイヤルティー収入への依存度が高まっており、先行きを予測するのが困難になっているとした。...

1 week ago | money.usnews.com | Arsheeya Bajwa |Stephen Nellis

By Arsheeya Bajwa and Stephen Nellis(Reuters) - Arm Holdings forecast first-quarter sales and profit below Wall Street estimates on Wednesday, as global trade tensions threaten revenue from its chip architecture used across the smartphone and data center industries.

1 week ago | ca.marketscreener.com | Arsheeya Bajwa |Stephen Nellis

(Reuters) -Shares in Arm Holdings fell 11% on Wednesday after the chip provider gave a fiscal first-quarter forecast below Wall Street estimates and declined to give guidance for the full year, citing global trade and economic uncertainty. Arm's fourth-quarter revenue slightly beat analysts' estimates, but it joined companies across the board in providing a cautious quarterly forecast.

1 week ago | japantoday.com | Stephen Nellis |Max Cherney

A U.S. lawmaker plans to introduce legislation in coming weeks to verify the location of artificial-intelligence chips like those made by Nvidia after they are sold. The effort to keep tabs on the chips, which drew bipartisan support from U.S. lawmakers, aims to address reports of widespread smuggling of Nvidia's chips into China in violation of U.S. export control laws.

1 week ago | money.usnews.com | Stephen Nellis

By Stephen NellisSANTA CLARA, California (Reuters) -Cadence Design Systems unveiled on Wednesday a new supercomputer based on chips from Nvidia that will speed up its software offerings for everything from designing chips to jets to new drugs. Cadence supplies software that firms such as Apple use to design chips.